Sharing SmartVault Folders


When you share a folder with someone else, they can view, upload, delete, and modify documents in the folder. 

To learn more about sharing folders and how folder permissions work, see Sharing and Assigning Permissions to Folders

Sharing SmartVault Folders

  1. Sign in to the SmartVault Portal.
  2. Select the vault or folder you want to share.
  3. Click the Container properties icon.
  4. Click the Access and Notifications tab.
  5. Click Edit Access Settings.
  6. Click Add User.
  7. If this is the first time sharing with the user, select your license type, and complete the User Information section. 
  8. Edit the permissions as necessary in the Access and Notification Settings section.
  9. (Optional) Enter a personal message.
  10. Click Add.
  11. On the Access and Notifications tab, select one of the options in the Apply Changes to menu:
    • This folder only - Gives access to this folder only. Pre-existing sub-folders do not inherit permissions from the parent. However, any sub-folders created after the permissions are set, inherit the parent's folder access settings. 
    • This folder and all subfolders - Gives access to this folder and all of the sub-folders that already exist. Any new folders created in the future will inherit the parent's access settings.  
    • This folder and make all subfolder access settings exactly like these - Removes all access settings of every folder below in the hierarchy and replaces them with the settings from this folder.
      Important: This option should only be used in special circumstances. This step is not reversible. Only use this option with the assistance of a SmartVault Support Representative. 
  12. Click Save Settings.
  13. The folder icon updates showing the shared folder indicator


Sharing SmartVault Folders in Structured Plans

The sharing folder method above is not recommended for our structured plans (plans with built-in folder templates) unless you need to provide access to a custom folder that is not part of the template. 

For more information about sharing with users in our structured plans, see Managing and Inviting Lacerte or ProSeries Tax Clients